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News Summary

SAN FRANCISCO — Brown Advisory, a global, private and independent investment management and strategic advisory firm, is pleased to announce that Meredith Shuey Etherington is rejoining the firm in San Francisco as a partner and a portfolio manager.

Ms. Etherington most recently served as a senior investment advisor at Litman Gregory Asset Management, a boutique wealth management firm based in the San Francisco Bay Area. She provided strategic investment advice and wealth management services to individuals, families, endowments and foundations, and helped investors align their portfolios with their values. She joined the firm in 2013 after moving to the West Coast with her family.

Prior to working at Litman Gregory Asset Management, Ms. Etherington served as a portfolio manager at Brown Advisory, where she partnered with multigenerational families, endowment and foundation clients to provide investment programs based on their long-term goals, needs and risk tolerances. “It feels like a homecoming,” shared Ms. Etherington. “I’m excited to be coming back to a company that feels so familiar but has grown so meaningfully. The focus on remaining client first and reinvesting in the people who work here is still central to the culture at the firm.” Ms. Etherington is a graduate of Vanderbilt University and earned her MBA at the Robert H. Smith School of Business at the University of Maryland.

Ms. Etherington will work closely with Paul Chew, Brown Advisory’s chief investment officer, to build customized portfolios for clients. Mr. Chew shared that “We are excited to be bringing Meredith back on board. Her investment experience and depth of knowledge about markets, asset allocation, and addressing complex estate and tax considerations should help drive meaningful value for our clients.”

Ms. Etherington’s return to Brown Advisory expands the firm’s presence in California. Earlier this year, Brown Advisory hired Joseph Elefante as a regional investment consultant to lead the institutional business’ West Coast distribution efforts. The firm’s venture capital arm, NextGen Venture Partners, has four team members based in California—with Ben Bayat and Deborah Chu in San Francisco, and Callum Booker and Jon Bassett in Southern California. Brown Advisory is committed to serving its clients across the country and is enthusiastic about its growing presence on the West Coast. The firm believes that by identifying and partnering with people who embody Brown Advisory’s client-first, colleague-driven and community-focused culture, it can make a meaningful difference in the lives of clients and communities across the globe.

 

About Brown Advisory

Brown Advisory is an independent investment management and strategic advisory firm committed to providing its clients with a combination of first-class investment performance, strategic advice and the highest level of service. The firm has offices in Austin, Baltimore, Boston, the Carolinas, Delaware, London, New York, Singapore, Virginia and Washington, D.C.

The firm serves individuals, families, endowments, foundations and other institutions, and is responsible for over $77 billion in client assets as of October 31, 2019. The firm’s colleague equity ownership, experienced investment professionals and client-first culture help to make a material difference in the lives of its clients. For more information, please visit: https://www.brownadvisory.com/us/home.

 

Media Contact

Stephanie Dressler

Dukas Linden Public Relations    

+1 (646) 808-3701

[email protected]
Richard Gamper

Head of Brown Advisory Messaging

+1 (410) 537-5560

[email protected]

 

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